What To Look For In A Financial Advisor

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What To Look For In A Financial Advisor

What To Look For In A Financial Advisor


7.5 MIN READ

Going into an initial meeting with a financial advisor for the first time can feel a bit like stepping into a cage fight. Your guard is up, but your opponent is a seasoned veteran that does this every day. How do you prepare when the person across from you is highly trained and you may not be? After reading this, you will be armed with all of the resources you need to make it a fair fight.

Who you choose to hire can have an immense impact on the advice you receive, and ultimately how successful you will be in achieving your financial goals. But how do you know who to trust? It comes down to 3 key areas: Fee Structure, Standards of Care, and Education & Experience.

Source : https://blog.xyplanningnetwork.com/consumer-blog/what-to-look-for-in-a-financial-advisor